Atticus Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85K | Sell |
70
-10
| -13% | -$407 | ﹤0.01% | 551 |
|
|
2025
Q1 | $3.28K | Hold |
80
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $4.61K | Hold |
80
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $6.66K | Hold |
80
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $6.27K | Hold |
80
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $8.01K | Sell |
80
-3
| -4% | -$300 | ﹤0.01% | 418 |
|
|
2023
Q4 | $7.87K | Sell |
83
-12
| -13% | -$1.14K | ﹤0.01% | 422 |
|
|
2023
Q3 | $9.9K | Hold |
95
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $11.5K | Buy |
95
+12
| +14% | +$1.45K | ﹤0.01% | 389 |
|
|
2023
Q1 | $9.18K | Hold |
83
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $8.38K | Hold |
83
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $8K | Hold |
83
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $8K | Buy |
83
+3
| +4% | +$289 | ﹤0.01% | 426 |
|
|
2022
Q1 | $8K | Hold |
80
| – | – | ﹤0.01% | 426 |
|
|
2021
Q4 | $9K | Buy |
+80
| New | +$9K | ﹤0.01% | 366 |
|